MondegarAI
AUXIER ASSET MANAGEMENT LLC

Q1 2026 · 13F-HR

AUXIER ASSET MANAGEMENT LLCholdings as filed

Filed 2026-05-14 · accession 0001105863-26-000002

$696.4M
Reported value
176
Positions
2026-03-31
Period end
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The Brief · AUXIER ASSET MANAGEMENT LLC · Q1 2026

AI · grounded in 13F

AUXIER ASSET MANAGEMENT LLC reduced its position in BK by 15.9%. The fund also trimmed its holdings in MSFT by 13.5% and Mastercard Inc. by 12.3%. Overall, the manager reduced 99 positions and added 45 new ones across a portfolio with $696.4M in total assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
718172109PMPhilip Morris International$34.0M4.88%205,647CommonSOLE
594918104MSFTMicrosoft Corp.$31.4M4.51%84,932CommonSOLE
02079k305Alphabet, Inc Voting Class$25.7M3.69%89,432CommonSOLE
501044101KRKroger Co.$24.6M3.53%340,137CommonSOLE
064058100BKBank of New York Mellon Corp$19.4M2.79%163,641CommonSOLE
91324p102UnitedHealth Group Inc.$17.3M2.48%63,937CommonSOLE
478160104JNJJohnson & Johnson$17.3M2.48%70,703CommonSOLE
219350105GLWCorning Inc$17.2M2.47%126,681CommonSOLE
931142103WMTWal Mart Stores$17.0M2.44%136,706CommonSOLE
060505104BACBank of America Corp$15.1M2.17%310,053CommonSOLE
57636q104Mastercard Inc.$14.3M2.05%28,521CommonSOLE
58933y105Merck & Co.Inc. New$14.1M2.03%117,242CommonSOLE
110448107BTIBritish American Tobacco$12.9M1.85%220,744CommonSOLE
91913y100Valero Energy Corp.$12.8M1.84%51,962CommonSOLE
001055102AFLAFLAC Inc.$12.6M1.81%114,978CommonSOLE
713448108PEPPepsico Inc.$12.2M1.75%78,464CommonSOLE
g5960L103Medtronic PLC$12.0M1.72%138,479CommonSOLE
89417e109The Travelers Companies Inc.$11.9M1.70%40,655CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class$11.2M1.61%23,409CommonSOLE
036752103ELVElevance Health Inc.$10.6M1.53%36,367CommonSOLE
92826c839Visa, Inc.$10.5M1.51%34,888CommonSOLE
548661107LOWLowes Companies$9.7M1.39%41,015CommonSOLE
02209s103Altria Group Inc.$9.6M1.38%145,533CommonSOLE
026874784AIGAmerican International Group$9.4M1.35%124,740CommonSOLE
09857L108BKNGBooking Holdings Inc.$9.0M1.29%2,135CommonSOLE
30303m102Meta Platforms, Inc.$8.8M1.27%15,412CommonSOLE
533535100LINCLincoln Educational$8.8M1.26%216,406CommonSOLE
055622104BPBP p.l.c.$8.3M1.19%176,962CommonSOLE
172967424CCitigroup Inc.$7.9M1.13%69,416CommonSOLE
437076102HDHome Depot Inc.$7.7M1.11%23,412CommonSOLE
126650100CVSCVS Health Corp.$7.2M1.03%100,195CommonSOLE
037833100AAPLApple, Inc.$6.9M0.99%27,096CommonSOLE
002824100ABTAbbott Laboratories$6.8M0.98%66,433CommonSOLE
00287y109AbbVie, Inc.$6.8M0.97%31,054CommonSOLE
191216100KOCoca-Cola Company$6.7M0.96%88,272CommonSOLE
75513e101RTX Corp.$6.6M0.95%34,238CommonSOLE
22160k105Costco Wholesale Corp$6.4M0.91%6,373CommonSOLE
98956p102Zimmer Biomet Holdings$6.2M0.89%68,911CommonSOLE
571748102MRSHMarsh$5.7M0.82%32,870CommonSOLE
904767803ULUnilever PLC ADR$5.6M0.80%98,086CommonSOLE
166764100CVXChevron Corp.$5.4M0.77%25,863CommonSOLE
61174x109Monster Beverage Corp.$5.2M0.75%71,600CommonSOLE
74834L100DGXQuest Diagnostics Inc.$5.0M0.72%25,451CommonSOLE
n53745100LyondellBasell Industries N.V.$4.8M0.68%59,140CommonSOLE
125523100CIThe Cigna Group$4.6M0.67%17,421CommonSOLE
60871r209Molson Coors Brewing Co$4.5M0.65%105,416CommonSOLE
22052L104CTVACorteva, Inc.$4.4M0.64%52,986CommonSOLE
91529y106Unum Group$4.1M0.59%55,814CommonSOLE
20825c104ConocoPhillips$3.8M0.54%28,451CommonSOLE
g39108108Gates Industrial Corporation P$3.7M0.54%165,211CommonSOLE
17275R102CSCOCisco Sys Inc.$3.7M0.52%47,050CommonSOLE
704326107PAYXPaychex Inc.$3.5M0.50%37,893CommonSOLE
g0457f107Arcos Dorados Hldgs.$3.5M0.50%419,547CommonSOLE
023135106AMZNAmazon.com, Inc.$3.4M0.49%16,477CommonSOLE
337738108FISVFiserv Inc.$3.4M0.48%60,465CommonSOLE
031162100AMGNAmgen Inc.$3.1M0.45%8,910CommonSOLE
718546104PSXPhillips 66$3.0M0.44%16,633CommonSOLE
31428X106FDXFedex Corp$3.0M0.43%8,501CommonSOLE
580135101MCDMcDonalds Corp$3.0M0.42%9,517CommonSOLE
075887109BDXBecton Dickinson & Co$2.8M0.40%17,819CommonSOLE
49271v100Keurig Dr. Pepper Inc.$2.8M0.40%106,256CommonSOLE
097023105BABoeing Company$2.7M0.39%13,595CommonSOLE
74743l100Qnity Electronics Inc.$2.7M0.38%23,134CommonSOLE
154760409CPFCentral Pacific Financial Corp$2.7M0.38%83,480CommonSOLE
742718109PGProcter & Gamble Co.$2.6M0.37%17,840CommonSOLE
g8994e103Trane Technologies PLC$2.5M0.36%6,020CommonSOLE
949746101WMT2Wells Fargo & Co.$2.5M0.35%30,815CommonSOLE
38526m106Grand Canyon Education, Inc.$2.5M0.35%14,410CommonSOLE
938824109WAFDWashington Federal$2.4M0.35%77,992CommonSOLE
23331a109DR Horton, Inc$2.4M0.34%17,200CommonSOLE
20030n101Comcast Corp Cl A$2.3M0.33%80,785CommonSOLE
37045v100General Motors Company$2.3M0.33%30,879CommonSOLE
03076c106Ameriprise Financial Inc.$2.2M0.32%4,988CommonSOLE
26614n102DuPont de Nemours, Inc$2.1M0.30%45,782CommonSOLE
149123101CATCaterpillar Inc.$2.1M0.30%2,951CommonSOLE
30231G102XOMExxon Mobil Corp$2.0M0.29%11,961CommonSOLE
701094104PHParker-Hannifin Corp.$2.0M0.29%2,217CommonSOLE
025816109AXPAmerican Express Co.$2.0M0.28%6,461CommonSOLE
02079k107Alphabet, Inc Non-Voting Class$2.0M0.28%6,810CommonSOLE
934423104WBDWarner Bros. Discovery, Inc.$1.9M0.28%70,141CommonSOLE
02390a101America Movil ADR$1.9M0.28%75,280CommonSOLE
874039100TSMTaiwan Semiconductor Manufactu$1.9M0.27%5,587CommonSOLE
192446102CTSHCognizant Technology Solutions$1.9M0.27%30,743CommonSOLE
609207105MDLZMondelez International, Inc.$1.8M0.25%30,552CommonSOLE
150870103CECelanese Corp$1.7M0.25%26,533CommonSOLE
68389X105ORCLOracle Corp$1.7M0.25%11,852CommonSOLE
717081103PFEPfizer Inc.$1.7M0.25%61,759CommonSOLE
907818108UNPUnion Pacific Corp$1.7M0.25%7,044CommonSOLE
61945c103The Mosaic Company$1.7M0.24%66,264CommonSOLE
988498101YUMYum! Brands, Inc.$1.7M0.24%10,836CommonSOLE
09062x103Biogen Inc.$1.6M0.23%8,869CommonSOLE
427866108HSYHershey Company$1.6M0.23%7,660CommonSOLE
92343V104VZVerizon Communications$1.5M0.22%30,847CommonSOLE
37733W204GSKGlaxo SmithKline ADS$1.5M0.22%27,532CommonSOLE
780259305SHELShell PLC$1.5M0.22%16,188CommonSOLE
911312106UPSUnited Parcel Service Inc.$1.5M0.21%15,150CommonSOLE
G3730v105FTAI Aviation Ltd.$1.5M0.21%6,000CommonSOLE
093671105HRBH&R Block Inc.$1.4M0.20%43,212CommonSOLE
g0403h108AON Plc$1.4M0.20%4,222CommonSOLE
254687106DISThe Walt Disney Co.$1.4M0.20%14,114CommonSOLE
124765108CAECAE Inc.$1.3M0.19%51,330CommonSOLE
110122108BMYBristol Myers Squibb Co.$1.3M0.19%21,851CommonSOLE
g0450a105Arch Capital Group Ltd$1.2M0.18%12,905CommonSOLE
79546e104Sally Beauty Holdings Inc.$1.2M0.18%89,190CommonSOLE
01609w102Alibaba Group Holding Limited$1.2M0.18%9,769CommonSOLE
053015103ADPAutomatic Data Processing$1.2M0.18%6,016CommonSOLE
375558103GILDGilead Sciences Inc.$1.2M0.17%8,616CommonSOLE
354613101BENFranklin Resources Inc.$1.2M0.17%50,387CommonSOLE
855244109SBUXStarbucks Corp$1.1M0.16%12,184CommonSOLE
482480100KLACKLA Corporation$1.0M0.15%700CommonSOLE
33767e202FirstService Corp Voting Share$954,9350.14%6,873CommonSOLE
n07059210ASML Holding N.V.$935,1480.13%708CommonSOLE
458140100INTCIntel Corp.$892,9260.13%20,234CommonSOLE
25243q205Diageo PLC ADR$863,6200.12%11,600CommonSOLE
876030107TPRTapestry Inc.$838,8990.12%5,945CommonSOLE
260557103DOWDow Inc.$828,1270.12%19,883CommonSOLE
902973304USBUS Bancorp Delaware New$820,1460.12%15,769CommonSOLE
372460105GPCGenuine Parts Co$776,2050.11%7,340CommonSOLE
194693107CIGIColliers International Group$765,3320.11%7,160CommonSOLE
539830109LMTLockheed Martin Corp$761,5310.11%1,260CommonSOLE
654106103NKENike Inc Class B$732,9300.11%13,876CommonSOLE
941848103WATWaters Corp.$715,0180.10%2,401CommonSOLE
243537107DECKDeckers Outdoor Corp$686,8180.10%6,862CommonSOLE
879382208TELFYTelefonica S.A. ADR$655,3310.09%150,998CommonSOLE
808513105SCHWCharles Schwab Corp$654,8530.09%6,968CommonSOLE
743315103PGRProgressive Corp$627,8260.09%3,167CommonSOLE
369604301GEGE Aerospace$591,9440.09%2,086CommonSOLE
93114w107Wal-Mart de Mexico SA DE$547,4150.08%16,828CommonSOLE
67066g104Nvidia Corp$545,0000.08%3,125CommonSOLE
00206r102AT & T, Inc. New$538,7640.08%18,584CommonSOLE
532457108LLYEli Lilly & Co$532,5470.08%579CommonSOLE
g51502105Johnson Controls Intl. PLC$513,5860.07%3,922CommonSOLE
36828A101GEVGE Vernova Inc.$505,4090.07%579CommonSOLE
25754a201Domino's Pizza Inc.$502,3060.07%1,400CommonSOLE
g0176j109Allegion PLC$494,1310.07%3,401CommonSOLE
98850p109Yum China Holdings, Inc.$474,5810.07%9,729CommonSOLE
45687v106Ingersoll Rand Inc.$439,8590.06%5,490CommonSOLE
038222105AMATApplied Materials Inc Delaware$438,5170.06%1,283CommonSOLE
49177j102Kenvue Inc.$410,7950.06%23,828CommonSOLE
747525103QCOMQualcomm Inc$390,4610.06%3,032CommonSOLE
674599105OXYOccidental Petroleum Corp$382,1350.05%5,879CommonSOLE
74460d109Public Storage. Inc.$380,5860.05%1,405CommonSOLE
001084102AGCOAGCO Corp$379,5900.05%3,276CommonSOLE
962166104WYWeyerhaeuser Co.$373,3880.05%15,284CommonSOLE
25179m103Devon Energy Corp.$369,8520.05%7,350CommonSOLE
405552100HLNHaleon PLC$369,1290.05%36,876CommonSOLE
247361702DALDelta Airlines - New$368,7650.05%5,547CommonSOLE
913915104UTIUniversal Technical Institute$361,0000.05%10,000CommonSOLE
94106L109WMWaste Management Inc. Del$340,0890.05%1,480CommonSOLE
n5505d105Magnum Ice Cream Company NV$330,1860.05%22,086CommonSOLE
369550108GDGeneral Dynamics$326,7450.05%952CommonSOLE
126408103CSXCSX Corp$310,5840.04%7,566CommonSOLE
205887102CAGConAgra Foods Inc.$304,1980.04%19,351CommonSOLE
595112AB9MUMicron Technology Inc.$300,6780.04%890CommonSOLE
92537n108Vertiv Holdings Co.$298,1900.04%1,190CommonSOLE
46625h100J P Morgan Chase & Co.$297,9840.04%1,013CommonSOLE
14040h105Capital One Financial$296,4490.04%1,625CommonSOLE
670346105NUENucor Corp$294,4030.04%1,741CommonSOLE
011659109ALKAlaska Air Group Inc.$277,8730.04%7,555CommonSOLE
g01767105Alkermes PLC$270,5750.04%7,652CommonSOLE
034164103ANDEAndersons Inc.$267,5240.04%3,727CommonSOLE
29250n105Enbridge Inc.$258,0310.04%4,766CommonSOLE
892331307TMToyota Motor Corp ADR$257,4060.04%1,249CommonSOLE
31488v107Ferguson Enterprises$244,9230.04%1,050CommonSOLE
452308109ITWIllinois Tool Works Inc.$243,1110.03%934CommonSOLE
504922105LHLabcorp Holdings Inc.$237,4610.03%890CommonSOLE
42824c109Hewlett Packard Enterprise Co.$237,1240.03%9,959CommonSOLE
88033g107Tenet Healthcare Corp.$235,8870.03%1,250CommonSOLE
253868103DLRDigital Realty Trust$210,3050.03%1,167CommonSOLE
74251v102Principal Financial Group$209,2350.03%2,322CommonSOLE
69932a204Paramount Skydance Corp Class$143,5530.02%15,915CommonSOLE
959802109WUWestern Union Company$129,6490.02%14,851CommonSOLE
64828t201Rithm Capital Corp. REIT$104,2800.01%11,000CommonSOLE
654902204NOKNokia Corp Sponsored ADR$81,2600.01%10,107CommonSOLE
346563109FORRForrester Research Inc.$74,0100.01%13,076CommonSOLE
23331s100DHI Group Inc.$28,1000.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.